Investment accounts

Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

September 2020 investment update

August was the month that all nine of our global multi-asset models went into positive territory on a YTD basis. While we are happy with the performance, our main focus remains on avoiding market downturns and thus minimising portfolio volatility.

The cyber security skills gap

The cyber security skills shortage has been making headlines for years, but the Covid-19 pandemic has made it more critical than ever.

Dolfin shortlisted twice in Citywealth’s Future Leaders Awards

Investment Associates, Anny Giavelli and Joseph Casanova have both been shortlisted in this year’s Citywealth Future Leaders Awards.

UK general election result

Despite the Conservative party winning a majority in Thursday’s UK general election, Brexit is far from ‘done’. The majority certainly gives Prime Minister Johnson more options, but all this really means is that the likelihood of a no-deal Brexit has diminished. Some investors, it seems, are overlooking this.

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13 December 2019 / Sectors & themes
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Dolfin

Despite the Conservative party winning a majority in Thursday’s UK general election, Brexit is far from ‘done’. The majority certainly gives Prime Minister Johnson more options, but all this really means is that the likelihood of a no-deal Brexit has diminished. Some investors, it seems, are overlooking this.

The UK and EU still have to negotiate a withdrawal agreement, which has to be mutually approved by 31 January 2020. Once the withdrawal agreement is ratified, the 1-year transition period begins. This transition period can be extended once by two years, which means that the UK could still be under EU rules and regulations until December 2022.

We will enter 2020 then with uncertainty still hanging over the UK economy because an abrupt end to the transition period would be economically damaging, could limit the UK’s negotiating power in future trade talks, and would also draw time and money away from other domestic priorities.

As such, we expect the Bank of England to put interest rate cuts on hold for the time being. A stronger pound will limit inflation, giving the Bank more space to operate. For these reasons, we do not expect the BoE to change its current guidance until at least Q4 2020 when the transition period is either over or extended.

The lack of clarity about the shape of any future trade deal between the UK and EU means that uncertainty continues to be a threat for the UK economy.

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Investment update: December 2019

Our monthly Investment update is an opportunity to better understand how recent economic and political developments are likely to affect financial markets. Guests had the chance to hear some of...

Dolfin
/ 9 December 2019

Q4 2019 Investment Outlook

The summer of 2019 was always going to be a tricky time to navigate. When trading volumes lighten, any macroeconomic news can spike volatility across asset classes. Acknowledging this, we do not believe in holding equities simply to have equity exposure in our client portfolios. If the risk/reward is not balanced in our favour, we would rather sit on the sidelines, writes Head of Investment Management, Simon Black. 

Simon Black
/ 11 November 2019

Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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About us

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.

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